Joel Isaacson & Company
1993
FOUNDED
M&A
STATUS
31-40
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of wealth management services. The company provides comprehensive planning, wealth management and sophisticated tax strategies such as cash flow management, estate planning and others to its clients.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
- 546 Fifth Avenue
- 20th Floor
- New York, NY 10036
- United States
+1 (212) 000-0000
Joel Isaacson & Company Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore Joel Isaacson & Company‘s full profile, request access.
Request full access to PitchBook